KCS - Can I Carry Balances Forward In A Migration?

Objective:

  • Are we capable of carry Account Receivables from my previous software into Clio?
  • Is it possible to carry Account Receivables over to Clio?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Clio does not offer migrations of Account Receivables from another Practice Mangament System. In the past we have received data that does not facilitate a seamless transition for users to carry the balances to Clio. In order to carry any additional balances from a previous practice Management system to Clio this article on How To Carry Outstanding Balances To Clio will walk you through this process. 

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